ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,442,368 | -49.8% | 152,282 | -48.4% | 0.05% | -37.0% |
| Q2 2023 | $20,807,837 | +22.0% | 295,236 | +10.2% | 0.08% | +102.5% |
| Q1 2023 | $17,051,395 | +23.2% | 267,916 | +13.3% | 0.04% | -55.1% |
| Q4 2022 | $13,838,569 | +38.8% | 236,543 | +37.3% | 0.09% | -25.8% |
| Q3 2022 | $9,967,000 | -17.8% | 172,301 | -14.2% | 0.12% | -10.4% |
| Q2 2022 | $12,121,000 | +78.8% | 200,840 | +126.2% | 0.13% | +27.6% |
| Q1 2022 | $6,779,000 | -6.4% | 88,774 | +2.5% | 0.10% | -4.5% |
| Q4 2021 | $7,246,000 | +28.9% | 86,600 | +13.8% | 0.11% | -11.3% |
| Q3 2021 | $5,622,000 | +1.2% | 76,069 | -0.4% | 0.12% | +1.6% |
| Q2 2021 | $5,554,000 | -21.3% | 76,368 | -29.5% | 0.12% | -27.4% |
| Q1 2021 | $7,058,000 | -21.1% | 108,396 | -22.7% | 0.17% | -41.5% |
| Q4 2020 | $8,949,000 | +29.8% | 140,217 | +369.8% | 0.29% | +1.1% |
| Q3 2020 | $6,896,000 | +6.6% | 29,843 | -4.3% | 0.28% | -20.4% |
| Q2 2020 | $6,469,000 | +25.1% | 31,178 | -0.5% | 0.36% | +9.5% |
| Q1 2020 | $5,171,000 | -16.8% | 31,327 | -2.4% | 0.33% | +2.8% |
| Q4 2019 | $6,215,000 | +35.8% | 32,093 | +26.3% | 0.32% | +17.8% |
| Q3 2019 | $4,575,000 | -0.4% | 25,409 | -0.8% | 0.27% | -7.2% |
| Q2 2019 | $4,592,000 | +5.5% | 25,619 | +1.5% | 0.29% | -1.0% |
| Q1 2019 | $4,351,000 | +19.6% | 25,245 | +4.6% | 0.29% | +20.1% |
| Q4 2018 | $3,637,000 | -14.1% | 24,138 | +1.0% | 0.24% | -16.7% |
| Q3 2018 | $4,232,000 | +8.7% | 23,888 | -0.2% | 0.29% | +1.7% |
| Q2 2018 | $3,892,000 | +15.5% | 23,937 | +10.1% | 0.29% | +11.6% |
| Q1 2018 | $3,371,000 | -3.9% | 21,739 | -5.3% | 0.26% | +9.8% |
| Q4 2017 | $3,506,000 | +9.7% | 22,951 | +3.0% | 0.24% | +4.0% |
| Q3 2017 | $3,197,000 | +87.7% | 22,288 | +72.1% | 0.23% | +59.2% |
| Q1 2017 | $1,703,000 | – | 12,948 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 697,179 | $47,700,976 | 41.21% |
| Foundation Wealth Management, LLC | 360,743 | $24,681,275 | 24.67% |
| Quantitative Strategies, Inc. | 431,852 | $29,547,330 | 19.88% |
| Praetorian Wealth Management, Inc. | 667,075 | $45,641,271 | 14.51% |
| TRIAD FINANCIAL ADVISORS, INC. | 552,859 | $37,826,618 | 13.32% |
| FINANCIAL LIFE ADVISORS | 443,157 | $30,320,817 | 13.05% |
| Sterling Investment Counsel, LLC | 332,429 | $22,744,762 | 13.03% |
| INSTRUMENTAL WEALTH, LLC | 155,022 | $10,898,049 | 12.73% |
| LVZ, Inc. | 1,105,700 | $75,651,998 | 12.20% |
| ShoreHaven Wealth Partners, LLC | 252,414 | $17,270,132 | 11.88% |